Question

Backdoor roth 1099-R got double Taxed for PA state return

Forum|Forum|4 years ago
April 3, 2022
1 reply
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We made backdoor roth contribution in 2021 before Dec 31. The 1099R forms show $6000 are taxable in

box 2a, possibly because the financial institution don't know whether this contribution was pre or post tax. They checked 2b (taxable amount not determined) and total distribution, presumably leaving open the possibility that I can account for this being from a post-tax contribution. Distribution code for box 7 is 2. They also checked "IRA/SEP/SIMPLE" between box 7 and 8. When I type everything in Turbotax, the fed tax stays the same, and says that I don' owe any additional tax, but the PA state tax goes up. It looks like the system considered the contributions are taxable, which is not right because these are after tax contribution, not pretax or income. How can I fix this in turbotax?

Thanks!

Zee

D

DanaB27

Yes, conversions are not taxable in PA (PA DOR)

I cannot recreate the issue. It would be helpful to have a TurboTax ".tax2021" file that is experiencing this issue. You can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions for TurboTax Download:

On your menu bar at the very top, click "Online"
Select "Send Tax File to Agent"
Click "Send"
The pop-up will have a token number
Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.

The the instructions for TurboTax Online:

From the left menu select Tax Tools.
Then select Tools below Tax Tools.
A window will pop up which says Tools Center.
On this screen, select Share my file with Agent.
You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number.
Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information